17 Oct 2018
Global markets have been unusually weak recently. US 10-year Treasury bond yields have moved up through the 3% level, breaking a 30-year downward trend and provoking a circa 7% drop in the FTSE 100 index over the first few days of October.
10 Oct 2018
This week I am looking at Jupiter European Opportunities, a £1bn investment trust which aims to achieve long-term capital growth through investing in economic trends and developing businesses across Europe.
3 Oct 2018
My focus this week is Standard Life UK Smaller Companies, a £380m investment trust that aims to achieve long-term capital growth by investment through quoted UK smaller companies.
26 Sep 2018
This week I am revisiting Kier Group, the UK-based construction, services and property group following the release of its preliminary full year results last week.
18 Sep 2018
This week I am looking at the proposal by the energy regulator, Ofgem, to cap energy bills at £1,136 per year.
12 Sep 2018
Earlier this year, Melrose acquired the much larger British manufacturing firm, GKN, in a controversial £8bn takeover.
5 Sep 2018
This week I am looking at Vodafone following the announcement that the Australian division (Vodafone-Hutchison Australia) will be merging with the broadband operator TPG Telecom to create a new £8.4bn company.
29 Aug 2018
This week I am looking at the SDL Buffettology Fund, an open-ended investment vehicle that operates within the UK All Companies sector and targets outperformance against the UK stock market over the long-term, which the manager defines as 5 to 10 years.
22 Aug 2018
This week I am writing on CLS Holdings, a FTSE 250 property company with a portfolio worth approximately £1.9bn.
15 Aug 2018
This week I am looking at Centrica, owner of Britain’s biggest energy supplier British Gas, following its recent half year results.
8 Aug 2018
This week I’m looking at Diageo, the world’s largest spirits company, following its recent preliminary results for the year ending 30 June 2018.